- Business Services Use Case
Increase RFP & Cross-Sell Win Rates
How Profisee helps law firms win more business by mastering attorney skills, matter experience and outcomes.
Proposal teams struggle to find reliable experience data scattered across HR, timekeeping, document management and spreadsheets, and inconsistent naming makes it hard to assemble credible responses or spot cross-sell opportunities. Profisee builds a governed profile for attorneys, skills and matters, standardizes taxonomies and links people to verified casework so teams can find the best fit fast.
Data Domains
Attorney, Skills, Matter, Industry, Outcome
Business Problem
Disparate experience data, slow proposals, generic responses
Teams Impacted
Marketing, Business Development, Partners, Knowledge Management
MDM Impact
Governed profiles, standardized taxonomies, relationship insights
Business Problem
Data Strategy
Outcomes Business Problem
- Scattered experience data: Skills, certifications and case examples live in HR, document management and spreadsheets, slowing proposal assembly.
- Inconsistent taxonomies: Varying names for skills, work types and matter types make it hard to match client terminology.
- Slow credential verification: Marketing must chase partners to confirm roles and outcomes, delaying submissions.
- Generic proposals: Missing proof points and industry context reduce credibility and win rates.
Data Strategy
- Governed profiles: Build one verified profile per attorney, skill, work type, industry and matter.
- Standardized taxonomy: Govern skill and matter vocabularies to align with client language and panel requirements.
- Verified linkages: Tie people to matters, roles and outcomes to surface defensible evidence in seconds.
- Experience search: Enable targeted filters by industry, matter attributes and outcomes to assemble the best team fast.
Outcomes
- Higher win rates: Tailored, evidence-backed responses resonate with client needs and panels.
- Faster turnaround: Reusable, verified bios and case summaries cut proposal cycle time.
- Less manual effort: Curated, reliable data cuts manual research so teams can focus on writing proposals.
- Cross-sell uplift: Relationship and experience insights reveal adjacent opportunities within key accounts.
